Patten & Patten’s iShares US Industrials ETF IYJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-3,886
| Closed | -$205K | – | 218 |
|
|
2015
Q2 | $205K | Sell |
3,886
-200
| -5% | -$10.6K | 0.03% | 206 |
|
|
2015
Q1 | $220K | Sell |
4,086
-50
| -1% | -$2.69K | 0.03% | 204 |
|
|
2014
Q4 | $220K | Hold |
4,136
| – | – | 0.03% | 196 |
|
|
2014
Q3 | $209K | Hold |
4,136
| – | – | 0.03% | 199 |
|
|
2014
Q2 | $214K | Hold |
4,136
| – | – | 0.03% | 197 |
|
|
2014
Q1 | $208K | Buy |
+4,136
| New | +$208K | 0.03% | 249 |
|